In The News
A Different Kind of Wealth Story
Read the New Haven Register article about how Josh Gottfried and Matt Somberg built a client-centric firm focused on long-term wealth leadership.
Barron's Advisor
"Building a Firm on Collaboration and Client Relationships"
Co-founder and Principal Matt Somberg appeared on Barron's Advisor: The Way Forward: Next Generation podcast.
This unique series features emerging leaders in the financial advice industry, exploring their strategies, insights, and innovative approaches to client service. In his interview, Matt shared his entrepreneurial journey, including the firm's founding with his partner, Josh Gottfried, and their unique approach to building a successful and client-centric practice.
A Winning Partnership for Kids
A group of friends made a hole-in-one for pediatric cancer patients, inspiring a community to rally around a life-saving cause.
InvestmentNews
Investing in people, investing in the future: The power of a strong team.
Building a collaborative team is essential for long-term success. Matthew Somberg, AIF®, shares how Gottfried & Somberg Wealth Management has grown from zero to $2 billion in AUM (as of June 30, 2024) by focusing on talent acquisition and collaboration in his latest interview with InvestmentNews.